Investments Near Me in San Jose, CA

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Patelco Credit Union

(800)358-8228 verified
1775 Story Rd Suite 110
San Jose CA, 95122
credit unions
4 hours and 47 minutes by plane • 2084.93 mi
We are a full-service, not-for-profit credit union, and we are here for you. Patelco offers the same convenient services and access of the big banks, but with better rates, fewer fees, and the persona...read more
OPEN UNTIL 6:00PM
updated a month ago
SERVICES investments
Our Banking Services
Call (800)358-8228  Verified
More info available at FINRA's BrokerCheck website

Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC

(408)963-2265 verified
225 W Santa Clara St Ste 1600
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.79 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 5:00PM
updated a month ago
SERVICES investments
Call (408)963-2265  Verified
More info available at FINRA's BrokerCheck website

Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC

(408)963-2358 verified
225 W Santa Clara St Ste 1600
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.79 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 8:00PM
updated a month ago
SERVICES investments
Call (408)963-2358  Verified
More info available at FINRA's BrokerCheck website

Pamela Matthews - Financial Advisor, Ameriprise Financial Services, LLC

(408)963-2355 verified
225 W Santa Clara St Ste 1600
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.79 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 5:00PM
updated a month ago
SERVICES investments
Call (408)963-2355  Verified
More info available at FINRA's BrokerCheck website

Bradley Noval - Financial Advisor, Ameriprise Financial Services, LLC

(408)963-2269 verified
225 W Santa Clara St Ste 1600
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.8 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 5:00PM
updated 11 months ago
SERVICES investments
Call (408)963-2269  Verified

Davalos Financial Advisors of Raymond James

(408)279-1724 verified
333 W. San Carlos St Suite 1650
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.75 mi
updated 2 years ago
Call (408)279-1724  Verified

Raymond James & Associates

(408)279-1724 verified
150 Almaden Blvd Suite #1375
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.75 mi
updated 2 years ago
Call (408)279-1724  Verified
More info available at FINRA's BrokerCheck website

Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC

(408)963-2280 verified
225 W Santa Clara St Ste 1600
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.8 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 6:00PM
updated a month ago
SERVICES investments
Call (408)963-2280  Verified
More info available at FINRA's BrokerCheck website

Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC

(408)963-2289 verified
225 W Santa Clara St Ste 1600
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.8 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 5:00PM
updated a month ago
SERVICES investments
Call (408)963-2289  Verified
More info available at FINRA's BrokerCheck website

Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC

(408)963-2381 verified
225 W Santa Clara St Ste 1600
San Jose CA, 95113
financial planners
4 hours and 48 minutes by plane • 2087.8 mi
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult...read more
OPEN UNTIL 5:00PM
updated 11 months ago
SERVICES investments
Call (408)963-2381  Verified
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